About the role
Paraplanner NewcastleUponTyne c.£40,000plusbenefits AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketleadingWealthManagementfirm?Ifso,IhaveafantasticopportunityIamcurrentlyrecruitingfortojoinanationalclientbasedinNewcastleuponTyne.
Have you got what it takes to succeed The following information should be read carefully by all candidates.
Therolecomeswithacompetitivesalary(circa£40,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.
Thekeydutiesoftherolewillinclude: WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
Arrangingforplanstobesubmittedtoprovidercompanies.
Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
Preparationofclientreviewpacks.
Illustrationrequests.
Keepuptodatewithfinancialproductsandlegislation.
Complywithallcompanyandindustryguidelines,rulesandregulations. xwzovoh
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
Have you got what it takes to succeed The following information should be read carefully by all candidates.
Therolecomeswithacompetitivesalary(circa£40,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.
Thekeydutiesoftherolewillinclude: WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
Arrangingforplanstobesubmittedtoprovidercompanies.
Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
Preparationofclientreviewpacks.
Illustrationrequests.
Keepuptodatewithfinancialproductsandlegislation.
Complywithallcompanyandindustryguidelines,rulesandregulations. xwzovoh
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.
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